Ridgeline Wealth Planning’s Capital Group Dividend Value ETF CGDV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.1M	Buy	256,792 +16,543	+7%	+$653K	8.35%	4
2025 Q1	$8.56M	Buy	240,249 +7,412	+3%	+$264K	8.41%	4
2024 Q4	$8.21M	Buy	+232,837	New	+$8.21M	7.86%	4